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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
I am an Investment Advisor working at Altium Wealth Management LLC in Purchase, NY and have over 40 years of experience in the investment business.
Assisted by members of the Altium team, I help my clients get "clear and confident" about their financial future by advising them on investment strategies and philanthropic planning ideas that let them connect with their passions.
Having been in the business over many cycles, I am looking to educate my clients on what I've learned so that they don't have to make the same mistakes I did.
Kevin Quinn (CRD# 4308633) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Mitchell Field, NY and has over 11 years of experience in the finance industry. Kevin Quinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Quintino Ciuffetelli (CRD# 3256706) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Mitchell Field, NY and has over 18 years of experience in the finance industry.
Gregory Domond (CRD# 4958679) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Mitchell Field, NY and has over 12 years of experience in the finance industry.
Michael Gallagher (CRD# 1249277) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 33 years of experience in the finance industry.
George Lenz (CRD# 2961776) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Mitchell Field, NY and has over 20 years of experience in the finance industry.
Stephen Perrone (CRD# 703726) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 35 years of experience in the finance industry.
Edward Reilly (CRD# 4917640) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Mitchell Field, NY and has over 12 years of experience in the finance industry.
Kathleen Scotto (CRD# 1404045) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Mitchell Field, NY and has over 27 years of experience in the finance industry.